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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,741 | $167,522-73.3% | $151,639-70.5% | $134,532-66.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 24.00% | 7.81%+16.2pp | 3.34%+20.7pp | 418.27%-394.3pp |
| Employer contribution / active EE | $20,718 | $6,828+203.4% | $6,165+236.1% | $4,741+337.0% |
| Participant deferral / active EE | $16,010 | $8,986+78.2% | $8,363+91.4% | $6,401+150.1% |
| Admin fee / account holder | $649 | $13,780-95.3% | $11,613-94.4% | $11,429-94.3% |